Managing Employees in Payroll

Employees are entered manually, one at a time, like a Bill Pay payee. The Add Employee form has three parts: employee information, ACH or address information (the fields shown depend on the payment type selected), and additional information.

Adding an employee

Customers add an employee from the Payroll page by selecting Add Employee. To add an employee for Payroll:

1. Select Send Payroll Payment using the "I want to" drop-down menu.
2. Click Add Employee.
3. Enter the employee information.
4. Enter the ACH information. Additional information is optional.
5. Click the Add button.

Editing or deleting an employee

Customers can edit an employee's information at any time from the current employee list. The employee's name is locked once created, but all other fields, including ACH or address information and payment type, remain editable.

To edit or delete an employee:

1. Select an employee from the list to expand the view.
2. Click the Edit button, or to delete, click the drop-down arrow and then select Delete Employee.

• Editing an employee: 

  • Modify the information to be changed, then click Save.

• Deleting an employee: 

  • Click the Delete Employee button in the lower right corner, then confirm the deletion.

Things to keep in mind

• Changes to an employee are reflected on the employee line, employee details, scheduled payments, and any future payments.
• Deleting an employee removes them from the employee list going forward.
• Deleting an employee also cancels any scheduled or recurring payroll payments tied to that employee.